Account Invoices

Account Invoice templates and where to create them

Account-level invoice templates may be created, edited, and copied here.

To create, edit, or copy an invoice at the event level, use:

Events > Promote > Communication > Invoices.

Account Invoice list

Account-level invoices may be listed here.

Any existing account-level invoices are listed here.

This list may be a multi-page list.

Account Invoice actions

To add an invoice, click the Add New button.

To edit an existing invoice, click (edit).

To copy an existing invoice, and edit the copy, click (copy).

Sections shown while adding or editing

The following sections are shown if adding or editing an invoice.

Invoice Details

Enter a Name (required) and Description (optional) for the invoice template.

Invoice Options

Append information by selecting a data field from available field sets.

Select a data field from the following available field sets:

Standard and Custom Profile Fields
Standard and Custom Registration Fields
Standard and Custom Event Fields
Account Column fields
Account Financial fields
Registration Financial Fields
Location Fields
Contact Fields
Today

Click the following buttons to append the selected field into the selected invoice section:

Header
Bill To
Footer

Enable Editor?

For each of the Header, Bill To, and Footer sections, clear the Enable Editor? check box to enter plain text.

Plain text can still include HTML tags.

Plain text can still append dynamic data fields.

Invoice Header

Use the editor to input text, images, hyperlinks, or dynamic data fields into the header section of the invoice.

Bill To Section

Use the editor to input text, images, hyperlinks, or dynamic data fields into the Bill To section of the invoice.

This Bill To section contains a default set of labels and data fields to get started.

Invoice Footer

Use the editor to input text, images, hyperlinks, or dynamic data fields into the footer section of the invoice.

Invoice Column Headers

Use the text-entry fields to customize the column headers shown in the invoice.

> Caution: If a column text field is left blank, the corresponding column will not be included on the invoice.

Invoice Summary Headers

Use the text-entry fields to customize the summary fields shown on the invoice.

> Caution: If a summary text field is left blank, the corresponding summary field will not be included on the invoice.

Customize Invoice

Invoice Starting Number — The “starting point” for the first new invoice to be generated, and the system generates that number as this number +1. Default value = 0.
> Note: May only be edited by an Administrator or System Master user.
> Caution: Once any invoices have been generated, this starting number may only be changed back to an earlier number by a System Master user.
Current Sequence Number — The number of the last invoice generated. Displayed as “read only” information.
Only show incremental charges — If selected, each invoice generated for an attendee has a different invoice number.

Only includes items charged to the attendee since their previous invoice (if any) was generated.

This behavior ensures charged items are only ever associated with one invoice number.

Example: 1. Mary registers for an event, costing $150. Mary receives invoice number 12345 for $150. 2. Two weeks later, Mary adds a workshop, costing $50. Mary receives invoice 14555 for $50. 3. Mary has two separate invoices.